Willow Wealth Revenue, Valuation, Funding & Investors

Edelweiss Financial Services Ltd is mainly involved in providing investment banking services and holding company activities. The company's businesses are divided into Alternatives business, Capital business, Insurance business, Asset reconstruction business, Mutual fund business and Other business. Alternatives business includes advisory and other fee based business; Capital business, that derives maximum revenue, represents lending business and investment activities; Asset reconstruction business represents purchase and resolution of distress assets; Insurance business represents life insurance business and general insurance business. Mutual fund business represents income from asset management activities and Other business which includes custodian and CSR.

M1 Holdings delivers a personal finance platform combining automated investing, borrowing, and spending tools. Chicago-headquartered, it manages over 6 billion dollars in assets for hundreds of thousands of users through features like high-interest checking, low-cost margin loans, and cash-back Visa debit and credit cards. Recognized by Investopedia as best for sophisticated investors and low costs in 2022, plus Money's top robo-advisor in 2021, the app holds over 35,000 five-star reviews on App Store and Google Play.

RFA Financial Inc is a scaled and dynamic financial service platform positioned as an intersection of banking, mortgage, origination, and real estate.

GoFintech Quantum Innovation Ltd Formerly GoFintech Innovation Ltd is a cross-border financial service platform based in Hong Kong backed by the Greater Bay Area. The company's reportable and operating segments are; Securities brokerage and margin financing, Corporate finance, Money lending, Consultancy and Insurance brokerage, Asset management, and Equity investment. It generates maximum revenue from the Securities brokerage and margin financing segment which engages in securities brokerage and margin financing in Hong Kong. Geographically, the company derives a majority of its revenue from Hong Kong and the rest from the People's Republic of China.

Upvest is a Berlin-based fintech company, founded in 2017, that provides API-based investment infrastructure for banks and other fintechs. Its platform lets clients such as Revolut, N26, Santander's Openbank, and DKB offer brokerage services including fractional stock and ETF trading. Upvest processes more than 100 million investment orders a year and serves over 30 financial institutions across Europe.

Angel One Ltd is a retail broking house in India. It is a technology-led financial services company providing broking and advisory services, margin funding, loans against shares, and financial product distribution to clients under the brand Angel Broking. Broking and allied services are offered online and on a digital platform.

Techcom Securities JSC is a securities firm known for its startup culture and WealthTech innovations. The company is focusing on investment and asset management products for middle-class clients, leveraging Techcombank's branch network and building online distribution channel. The company provides provide diverse investment support products and services such as stocks, derivatives, warrants, and managing open-end funds and real estate funds.

Nomad is a financial technology business providing international accounts, payment cards and investment services to Brazilian customers. Its platform supports foreign-currency balances and access to US investment products through partner financial institutions and regulated service providers. Nomad serves Brazilians who are not US residents and states that it is a fintech rather than a bank.

JM Financial Ltd is an India-based financial services group, specialising in providing a range of businesses to corporations, financial institutions, high-net-worth individuals, and retail investors. Its operating segment includes Investment Banking; Asset Management, Wealth Management and Securities Business (Platform AWS); Mortgage Lending; Alternative & Distressed Credit; and Others. The Investment Banking segment, which is the key revenue-generating segment, includes management of capital markets transactions, advising on mergers & acquisitions, and private equity syndication. This segment also includes institutional equities business and research, private wealth management, PMS, private equity funds, fixed income, syndication, and finance.

CAPTRUST is a Raleigh, North Carolina-headquartered independent registered investment advisor that delivers retirement plan advisory, wealth management, and financial planning services. The firm advises over 3,000 retirement plans covering 11 million participants and serves endowments, foundations, and high-net-worth individuals. CAPTRUST specializes in fiduciary governance, investment policy development, and fee benchmarking for defined contribution and defined benefit plans. Registered with the SEC since 2006, it operates through offices across the United States, including Texas, California, and Florida.

Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.

Walker & Dunlop Inc is a United States-based commercial real estate finance company. It is principally engaged in originating, selling, and servicing a number of multifamily and other commercial real estate financing products that are sold under the programs of Freddie Mac, Fannie Mae, Ginnie Mae, and the Federal Housing Administration. The company is managed based on three reportable segments: Capital Markets (CM), Servicing & Asset Management (SAM), and Corporate. The company generates a majority of total revenue from gains from mortgage banking activities and servicing fees. It conducts business solely in the United States.

Wildlife Partners is a San Antonio-headquartered company founded in 2015 that preserves wildlife through nontraditional ranching practices. It delivers investment services for exotic animal ranches, ranch consultation expertise, and revenue strategies from conservation efforts. The firm operates a transportation division supplying zoos across the United States with animals. As majority owner of Microtraks, Wildlife Partners advances animal disease traceability systems for the domestic livestock market.

Public is a New York-headquartered investing app enabling commission-free trades in stocks, ETFs, options, bonds, and cryptocurrencies for United States retail investors. It incorporates social feeds for stock discussions and Alpha AI for earnings analysis from SEC filings. Public supports Roth IRAs and automated recurring investments linked to Acorns-style roundups.

Vastu Housing Finance Corporation Ltd is a National Housing Bank-registered housing finance company in India targeting affordable housing and low-income segments. The firm provides loans for home purchase, construction, extensions, property-backed financing, and builder funding to self-employed borrowers. Headquartered in Mumbai, Vastu Housing operates primarily in western and southern India, emphasizing socially relevant credit for residential and commercial needs.

PT Takjub Finansial Teknologi operates Ajaib, an Indonesian online stock trading and investment platform founded by Stanford classmates Anderson Sumarli and Yada Piyajomkwan. The Jakarta-based platform lets Indonesian investors trade traditional financial products alongside digital assets, and it reached unicorn status in 2021.

Mercantil Servicios Financieros CA is a Venezuela-based financial services provider. It offers, through its subsidiaries, a full range of financial products and services in the banking, insurance and wealth management businesses in the Americas and Europe. It provides financial and general banking services to corporate, middle market and retail customers. Third party asset management and securities brokerage services are provided in Venezuela and other jurisdictions, as well as insurance services in Venezuela and Panama. The company generates the majority of its revenue from Venezuela.